In December of 2005 the Portfolio Management Team began active management of an initial endowment of $288,000. The portfolio has grown and in the last year beat the returns of the S&P 500 Index. The team competes in the national RISE portfolio management competition in Dayton, Ohio. All members of the Finance Society who have taken and satisfactorily completed FI 4000 are welcome to join the portfolio management team.

Please contact George Connaughton, the Finance Society Chief Investment Officer, for more information. Click on the link below to send email:

George Connaughton - CIO